Wealth Management Intern (Summer 2026) jobs in United States
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Rehmann · 3 days ago

Wealth Management Intern (Summer 2026)

Rehmann is a firm dedicated to helping individuals achieve their career goals. They are seeking a Wealth Management Intern who will conduct investment research, perform account reviews, and assist with market research while gaining valuable mentorship and exposure to various clients and industries.

AccountingConsultingFinancial Services
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Culture & Values

Responsibilities

Receive mentorship and support from team-focused associates invested in the development of others
Gain exposure to a wide variety of clients and industries
Build new relationships in a friendly, professional, and growth-focused environment
Experience a culture that promotes an open-door policy and work/life integration
Engage in complex projects and engagements from start to finish
Be entrusted with staff-level works that encourages creative problem solving and skill development
Deliver exceptional client service to a diverse client base
Earn a voice that is heard and makes an impact
Conduct investment research
Performing account review and data analysis
Participate in projects to transition accounts to firm-managed models using our portfolio management system
Assist with market research and data analysis

Qualification

Investment researchData analysisExcel skillsFinance majorEnthusiasmVerbal communicationWritten communicationProblem solvingCritical thinkingLeadership experienceIntegrityMotivation to learn

Required

Pursuit of a finance major and eventual CFP license
Preferred graduation dates with 150 credit hours: December 2025-August 2027
GPA of 3.0 or higher
Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars
Strong, hands-on Excel skills
Excellent verbal and written communication skills
Advanced problem solving and critical thinking skills
Motivation to continuously learn and improve, easy to coach
Unwavering integrity in all situations
Enthusiasm, eagerness to engage, contribute, and have fun

Preferred

Some work experience (related or unrelated) is preferred

Benefits

Programs and benefits that encourage growth and development
Benefits focused on physical and mental health
Paid time off for volunteering and diversity-related activities
Flexible work arrangements

Company

Rehmann

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Rehmann is one of the largest accounting, consulting and financial services firms.

Funding

Current Stage
Late Stage

Leadership Team

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Diana Goetz, CPA, MBA,CGMA
Consultant | CFO Advisor
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Jerald Benjamin
Consultant - CFO Services; Accounting & Business Solutions
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Company data provided by crunchbase